See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,557 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 1 HORSESHOE COURT · MONOROE, NJ 08831 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,746 | $79,124+52.6% | $60,874+98.4% | $64,808+86.3% |
| Participation rate | 99.0% | 77.7%+21.2pp | 73.1%+25.9pp | 71.5%+27.5pp |
| Annual return | -15.60% | -7.13%-8.5pp | 16.90%-32.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,628 | $3,050+51.7% | $2,701+71.3% | $2,506+84.7% |
| Participant deferral / active EE | $7,995 | $3,725+114.6% | $3,817+109.5% | $4,310+85.5% |
| Admin fee / account holder | $25 | $106-76.2% | $3,224-99.2% | $188-86.6% |